See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,525 | $100,773-86.6% | $88,946-84.8% | $142,382-90.5% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 23.90% | 70.18%-46.3pp | 57.82%-33.9pp | 217.08%-193.2pp |
| Employer contribution / active EE | $1,323 | $2,918-54.7% | $2,555-48.2% | $4,299-69.2% |
| Participant deferral / active EE | $3,660 | $5,230-30.0% | $4,581-20.1% | $6,507-43.8% |
| Admin fee / account holder | $184 | $9,693-98.1% | $8,261-97.8% | $12,624-98.5% |